Exchange Funds Explained, Roth Conversion Timing - 492

Your Money, Your Wealth

Sisällön tarjoaa Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

3M ago 47:20

MP3•Jakson koti

What is an exchange fund and is it a good thing if you have a lot of capital gains like Bryan in New York? That's today on Your Money, Your Wealth® podcast 492 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, what should be the timing and ordering of Billy Joe and Bobby Sue’s Roth conversion strategy to help them achieve 33 years of retirement income? Is Boston overspending or underspending in retirement? Should Andy keep life insurance policies for her kids with ADHD? How does the 5-year rule for Roth withdrawals apply to inherited Roth IRAs for Karen? Visit the show notes for the YMYW Podcast Survey and secret password (only for the next three days!), plus access the free financial resources listed below, and the episode transcript: https://bit.ly/ymyw-492

SCHEDULE A FREE FINANCIAL ASSESSMENT

FREE DOWNLOAD: 10 Steps to Improve Investing Success

FREE DOWNLOAD: Social Security Handbook

WATCH YMYW TV: Social Security Basics You Need to Know: Common Social Security Questions Answered

REQUEST: Retirement Spitball Analysis

SUBSCRIBE: YMYW on YouTube

DOWNLOAD: more free guides

READ: financial blogs

WATCH: educational videos

SUBSCRIBE: YMYW Newsletter

YMYW Podcast Survey: Visit the show notes to access the survey and secret password

Timestamps:

00:00 - Intro

00:37 - Roth Conversion Timing, Order, and 33 Years of Income? (Billy Joe & Bobby Sue, Indiana)

12:32 - Watch Social Security Basics You Need to Know: Common Social Security Questions Answered on YMYW TV, Download the Social Security Handbook

13:17 - I Have $1.2M Capital Gains. Pros and Cons of an Exchange Fund? (Bryan, NY)

23:28 - Download 10 Steps to Improve Investing Success, last chance to complete the 7th Annual YMYW Podcast Survey for your chance at a $100 Amazon e-gift card! (type in ymyw)

24:15 - We’ll Have $7M. Are We Underspending or Overspending in Retirement? (Boston)

35:13 - Should We Keep Life Insurance Policies for Adult Kids with ADHD? (Andrea, Seattle)

41:50 - How Does the 5-Year Rule for Roth Withdrawals Apply to Inherited Roth IRAs? (Karen, TX)

45:15 - Outro

46:22 - The Derails

503 jaksoa